Regional Training Officer (Wealth Management)

Regional Training Officer (Wealth Management)

Job Number : 3257500

3257500

Posting Date

Aug 21, 2024

Primary Location

Americas-United States of America-New York-Purchase

Other Locations

Americas-United States of America-Georgia-Atlanta, Americas-United States of America-Florida-Miami, Americas-United States of America-Maryland-BaltimoreEducation Level : Bachelor's Degree

Wealth ManagementEmployment Type : Full TimeJob Level : Executive Director

Description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic.

Morgan Stanley can provide a superior foundation for building a professional career a place for people to learn, to achieve and grow.

A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

About the Team :

The Financial Advisor Associate (FAA) Talent Management group drives the overall field strategy relative to the sourcing and professional development of new Financial Advisor Associates for Morgan Stanley Wealth Management.

The FAA Training Program encompasses a variety of pathways to becoming a Financial Advisor at Morgan Stanley Wealth Management and is central to the firm’s long-term sustainability and revenue growth.

About the Role :

The Regional Training Officer (RTO) plays a critical role in developing the Financial Advisor Associates and driving their overall performance.

This position partners with the FAA Development Team by overseeing all substantive aspects of the FAA training program within the Region.

The RTO reports into the FAA Talent Management Lead and the Regional COO to fully execute the regional training goals.

• Attend Instructor-Led Training events for Associates. The RTOs will help facilitate these events, deliver learning modules and help Associates practice the critical skills.
• Facilitate national training sessions
• Licensing : maximize pass rates by monitoring practice exam scores and providing additional resources to trainees as needed.
• Deliver local and national training events focused on business planning, product knowledge, client discovery / delivery meetings to help FAAs conduct business and earn clients.
• Provide best practices to managers for executing training in their offices.
• Pre-Production Assessment (PPA) : oversee final evaluation of FAA readiness before launching the associates into production.
• Pilot programs : oversee local execution and effectiveness
• Teaming : identify productive teaming relationships; coach them through constructive planning exercises to maximize probability of success.
• Strategic Partnering : ongoing identification of high-quality leads where an FAA would benefit from strategically partnering with another FA (inside and outside the Region).
• Business Development : monitor and evaluate FAA pipelines; provide ongoing coaching.
• Assist in the development and execution of diversity focused educational and professional development programs. Implement initiatives meant to improve diversity associate mentorships and retention plans
• Serve as a resource to Associate Market Managers the region, helping with issues. ranging from product knowledge, training, compensation, and performance management.

Qualifications

• Proficient job knowledge.Former experience as a successful Financial Advisor is preferred
• Demonstrated strong leadership and management skills.
• Strong interpersonal skills, with ability to foster strong relationships among the team, with Associates, and with Field Management.
• Strong presentation skills relative to preparing and presenting at all development-related learning sessions.
• Excellent coaching skills, especially relative to receiving coaching for personal development.
• Ability to interact effectively at all levels of the organization.
• Strong project management skills, able to effectively plan and execute learning strategies.
• Exemplary verbal and written communication skills.
• Ability to provide value to all levels of field management (Regional Directors, Market Executives, Associate Market Managers, etc.).
• Ability to assist Associate Market Manager in broad spectrum of areas including Selection, PPA and Performance Development Meetings
• Flexible on location in SE Region.
• Would consider VP and ED level candidates.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.

We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

Expected base pay rates for the role will be between 150,000 and 250,000 per year in New York, 150,000 and 250,000 per year in Atlanta, 150,000 and 250,000 per year in Baltimore, 150,000 and 250,000 per year in Miami, at the commencement of employment.

However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.